OneDigital

Brand Manager

• Design polished, on-brand creative assets across presentations, leadership decks, digital communications, videos, event materials, brand toolkits, message guides, and other strategic content needs
• Bring key brand integration moments to life through visual storytelling, producing announcement graphics, co-branded assets, and welcome visit experiences that engage new teams and reinforce the OneDigital brand
• Create and adapt digital-first assets for multiple formats and channels, understanding how audiences consume content across email, presentation, video, internal communications, social, and web environments
• Collaborate with the M&A Communications & Integrations Lead to develop creative frameworks, including co-branded logos and communications toolkits, that support seamless brand integration across acquired firms
• Support brand announcement creative strategy across key milestones such as acquisition announcements, business updates, product launches, and more, with a digital-first approach spanning email graphics, social assets, internal communications, and beyond
• Partner cross-functionally with growth & sales teams, internal communications, M&A integration, regional teams, and other field & business stakeholders to ensure strong alignment across message, design, and delivery
• Support the design and development of traditional media creative such as business cards, brand stationery, printed collateral, promotional items, and more
• Use AI and digital tools thoughtfully to accelerate ideation, iteration, drafting, workflow efficiency, and content development while maintaining strong human judgment, brand quality, and creative discernment
• Collaborate with internal creative partners and external agencies to translate business needs into effective concepts, ensure brand consistency across deliverables, and extend campaign or content work across channels and touchpoints.

Brand Engagement Specialist

Account Manager

• Responsible for day to day management of assigned book of business
• Works closely and collaboratively with internal service team, Benefits Consultants, and/or Client Executives
• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients
• Delegates work assignments to internal service team members
• Manages day to day client issues
• Conducts needs analysis and strategy calls
• Conducts enrollment meetings as needed
• Conducts regular face-to-face meetings with clients
• Advises clients in reducing costs while offering competitive benefits options
• Assists clients with 5500 form filings, as applicable
• Assists in growing the book of business through cross-sale opportunities when available
• Builds relationships with clients through proactive communications
• Communicates and educates clients on latest trends, concerns and changes in the industry
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Provides leadership within the extended service team

Senior Employee Benefits Account Manager

• Assist Account Executive in marketing and servicing clients within the account team
• Build relationships with clients and have the ability to answer basic insurance questions
• Maintain appropriate business contact with client
• Assist with issuing insurance binders
• Process invoices for both new and renewal policies
• Process change requests from client, setting an activity for receipt of the endorsement from the insurance carrier
• Process received endorsements, check for accuracy, invoice and send to client with clear explanation of change
• Check and invoice premium audits. Send to client with clear explanation of additional or return premium
• Update the Applied/Epic system and the shared drive to reflect changes during the coverage term
• Order loss runs for renewal submissions and prepare loss summaries
• Generate ID cards and certificates of insurance
• Complete surplus lines filings
• Complete preliminary policy checking for all accounts and submit change requests to the underwriter
• Renew binder extensions
• Follow up on open activities
• Obtain premium finance quotes
• Obtain flood zone determinations and NFIP quotes where applicable
• All other duties and projects as assigned

Commercial Lines Account Manager

Executive Assistant

• Manage a complex executive calendar, meetings, travel, expenses, and confidential communications for the Chief Product Officer
• Prioritize competing requests, proactively anticipate needs, and ensure the CPO is prepared for meetings, decisions, and strategic initiatives
• Coordinate executive staff meetings, product leadership meetings, off-sites, and cross-functional planning sessions
• Handle sensitive information with professionalism, discretion, and sound judgment
• Partner closely with the CPO to support day-to-day product organization operations and strategic initiatives
• Assist in coordinating product roadmap discussions, planning sessions, and cross-functional communication across Product, Engineering, Design, and Business teams
• Track action items, strategic initiatives, and key deliverables to ensure priorities continue moving forward
• Prepare presentations, executive updates, reports, and documentation supporting product leadership

Consultant

• Retaining clients and their existing book of business
• Oversee strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery
• Effectively communicate OneDigital’s value proposition and latest industry trends to active clients
• Develop sophisticated benefit design and renewal strategies and drive the development of solutions to address complex client issues
• Work closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, SPR’s, open enrollment strategy and post renewal analysis
• Determine the full scope of services to be provided to client
• Clearly establish and communicate timelines with the client service team(s) and keep them apprised of changes and renewal updates
• Maintain accountability for revenue and profitability for client accounts and projects and keep all involved parties up to date
• Monitor the success of projects in terms of scope, budget, timeliness and client satisfaction
• Oversee the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline
• Ensure client service teams exceed client expectations
• Grow book through cross-selling opportunities
• Cultivate and maintain strong relationships with clients and carriers
• Establish effective carrier/vendor relationships to serve clients in benefits procurement and administration
• Attend carrier events to remain up to date and knowledgeable of carrier plans and changes, as well as maintain strong relationships
• Maintain a full understanding of the insurance markets, funding alternatives, networks and benefit plan options
• Ensure accuracy of client data in CRM
• Remain fully knowledgeable on compliance issues governed by legislation and regulations impacting employer-sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state-sponsored health insurance exchanges

Senior Benefits Consultant

Client Services Representative

• Manage a client list or manage clients out of the service queue and provide exceptional customer service.
• Research, troubleshoot and resolve client inquiries, as part of ongoing support for your client set.
• Educate customers on how to use the system to process payroll.
• Assist clients with payroll support and general inquiries.
• Participate in the Client Service team meetings.
• Take incoming customer phone calls from the support queue.
• Accurately and completely document all customer interactions in our CRM system.
• Facilitate cross-departmental interaction with other teams, to ensure open communications for the benefit of our clients’ success.
• Continuously seek out process improvement opportunities and take ownership to implement positive change.
• Assist in the Distribution function and other areas as needed.

Client Services Specialist

• Responsible for strategically consulting on their own block of business while also leading client service efforts and staff to ensure client retention and overall satisfaction
• Oversees strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery
• Communicates OneDigital’s value proposition and latest industry trends to active clients
• Mentors and trains staff in best practices of client relationship development and consulting techniques
• Oversees workloads and workflows to ensure deliverables are met and/or exceeded
• Grows book through cross-selling opportunities
• Oversees the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline
• Builds strong and productive relationships with clients, partners and fellow leadership teams
• Establishes effective carrier/vendor relationships to serve clients in benefits procurement and administration
• Attends carrier events to remain up to date and knowledgeable of carrier plans and changes, as well as maintain strong relationships
• Leverages the company’s national and local resources to drive greater operational efficiencies
• Develops sophisticated benefit design and renewal strategies and drives the development of solutions to address complex client issues
• Works closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, SPR’s, open enrollment strategy and post renewal analysis
• Determines the full scope of services to be provided to client
• Clearly establishes and communicates timelines with the client service team(s) and keeps them apprised of changes and renewal updates
• Maintains accountability for revenue and profitability for client accounts and projects and keeps all involved parties up to date
• Maintains a full understanding of the insurance markets, funding alternatives, networks and benefit plan options
• Ensures accuracy of client data in CRM
• Remains fully knowledgeable on compliance issues governed by legislation and regulations impacting employer sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges
• Identifies and efficiently resolves employee relations and operational issues
• Builds and fosters a positive workplace culture
• Acts as mentor to staff to assist in resolving client issues and development of solutions
• Monitors the success of projects in terms of scope, budget, timeliness and client satisfaction
• Ensures client service team(s) exceeds client expectations

Managing Consultant

Analyst

• Manage the self-funded process for all assigned clients
• Market TPA (ASO) pricing to a select panel of partners and clearly communicate results and recommendations to field offices
• Develop and maintain strong working relationships with stop loss carrier and TPA partners, field offices, and OneDigital consultants
• Maintain current, working knowledge of self-funding, stop loss, plan design, relevant legislation/regulatory developments, and emerging benefits trends.

Self-Funded Analyst

General

• Work directly with clients to manage all client sponsored 401k plan administration
• Support 401k Manager, as needed, to provide support for Resourcing Edge 401k plan administration
• Partner with Implementation and Client coordinating with 401k provider
• Work with clients and providers to set up new retirement plans
• Assist employees with retirement questions
• Review data entry changes made to the payroll system QC all changes
• Assist terminated clients with plan transfers
• Work with our internal teams to answer client and employee questions

Senior Retirement Plan Specialist

Sales

• Own end-to-end coordination of PEO RFP responses, including gathering census data, plan design details, pricing inputs, and compliance requirements
• Ensure all RFP submissions are accurate, complete, and delivered on time
• Act as the primary liaison between sales and underwriting to ensure clean, complete submissions
• Prepare and assemble PEO closing kits, including service agreements, census data, and required compliance documentation
• Maintain accurate and up-to-date CRM records (Salesforce) including deal stage, notes, next steps, and documentation
• Serve as the central point of coordination across Sales, Underwriting, Benefits, Legal, Implementation

Sales Associate

Payroll

• Assists in the preparation of payroll in Workday Payroll for employees paid on biweekly and monthly frequencies
• Enters and maintains OnDemand payroll records upon Management approval
• Serves as main point of contact for payroll & troubleshoots payroll-related issues impacting employees (non-payments, pay discrepancies, general questions, etc.)
• Performs data entry tasks related to payroll and benefits
• Follows up on withholding orders, and other non-tax correspondence received from government authorities
• Provides ad hoc payroll reporting and other documentation to Finance, HR, and other authorized parties
• Audits payroll data to ensure accuracy
• Communicates and works with 3rd party payroll partners as needed
• Additional responsibilities assigned by management

Payroll Specialist

Account Executive

• Supports Senior Benefit Consultant and Account Manager with the management of assigned book of business
• Serves in an advisory capacity for clients on day to day issues
• Reviews accuracy of client work assignments from internal service team members
• Works closely with Senior Benefits Consultant to support the renewal process
• Reviews insurance contracts and benefit summaries to ensure accuracy of sold plans
• Completes client compliance checklist and needed requirements

Employee Benefits Associate Account Manager

Advocate

• Provide concierge service support via phone and emails for clients’ employees.
• Ensure a positive member experience by addressing benefit inquiries.
• Educate members on available resources and resolve claims/service provider billing issues efficiently.
• Manage high volume of incoming calls and emails explaining healthcare plan benefits.
• Assist members with locating in-network physicians/facilities.
• Outbound calls to provide eligibility/benefit information to healthcare service providers.
• Collaborate with healthcare service providers, pharmacy, and insurance carriers to resolve problems.
• Document call and email interactions according to standard procedure.
• Build and retain relationships with plan members and clients.

Independent Member Advocate

• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients
• Delegates work assignments to internal service team members
• Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
• Manages day to day client issues
• Conducts needs analysis and strategy calls
• Conducts enrollment meetings as needed
• Conducts regular face-to-face meetings with clients
• Advises clients in reducing costs while offering competitive benefits options
• Assists clients with 5500 form filings, as applicable
• Assists in growing the book of business through cross-sale opportunities when available
• Builds relationships with clients through proactive communications
• Communicates and educates clients on latest trends, concerns and changes in the industry
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Provides leadership within the extended service team

Employee Benefits Account Manager

Human Resources

• Gather and validate HR-related data from target companies.
• Analyze findings to identify employee impact, risks, and cost implications.
• Prepare clear, concise PowerPoint presentations and Excel models for leadership reviews.
• Build workforce and cost models (benefit comparison, compensation models, etc.).
• Oversee the creation of newly acquired employees' offer letters and agreements.
• Maintain communication with internal colleagues and external stakeholders.